| Document Title | Product | Procedure Area | Document Type | Status |
| ABN and TFN Registration Advice Letter | ATO | Production | Letters | Current |
| Acceptance of Engagement - Ethical Clearance Letter | Firm & QA | Clients | Letters | Not Maintained |
| Acceptance of Resignation of Employment Letter | Firm & QA | Team | Letters | Not Maintained |
| Account Based Pension (TRIS) Minimum and Maximum Letter | SMSF | Production | Letters | Current |
| Account Based Pension Minimum Payment Letter | SMSF | Production | Letters | Current |
| Accounts and Tax - Year End Questionnaire | Accounts & Tax | Production | Forms | Current |
| Accounts and Tax Covering Letter | Accounts & Tax | Production | Letters | Current |
| Accounts and Tax Email Template | Accounts & Tax | Production | Emails | Current |
| Accounts and Tax Engagement Letter | Firm & QA | Production | Letters | Not Maintained |
| Accounts and Tax Procedure - How We Do It Here | Accounts & Tax | Production | Procedures | Current |
| Accounts and Tax Workpapers | Accounts & Tax | Production | Workpapers | Current |
| Activity Statement Information Gathering Letter | BAS | Production | Letters | Current |
| Application for Finance Covering Letter | CGT | Production | Letters | Not Maintained |
| Application for Leave Form | Firm & QA | Team | Forms | Not Maintained |
| Applying for Finance Procedure | CGT | Production | Procedures | Not Maintained |
| Applying for Finance Procedure Flowchart | CGT | Production | Procedures | Not Maintained |
| Appointment Detail - Form | Firm & QA | Clients | Forms | Not Maintained |
| ASIC Annual Review | ASIC | Production | Procedures | Current |
| ASIC Annual Review Flowchart | ASIC | Production | Procedures | Current |
| ASIC Annual Statement - Solvency Minute | ASIC | Production | Forms | Current |
| ASIC Annual Statement - Solvency Resolution | ASIC | Production | Forms | Current |
| ASIC Change of Company Name Covering Letter | ASIC | Production | Letters | Current |
| ASIC Change to Company Details | ASIC | Production | Procedures | Current |
| ASIC Change to Company Details Flowchart | ASIC | Production | Procedures | Current |
| ASIC Company Deregistration Application Covering Letter | ASIC | Production | Letters | Current |
| ASIC Company Deregistration Notification Covering Letter | ASIC | Production | Letters | Current |
| ASIC Company Registration - Information Gathering Covering Letter | ASIC | Production | Letters | Current |
| ASIC Company Registration - Information Gathering Form | ASIC | Production | Forms | Current |
| ASIC Company Registration - Signature of Company Statutory Records Letter | ASIC | Production | Letters | Current |
| ASIC Consent to Appointment | ASIC | Production | Forms | Current |
| ASIC Directors Minute - Change of Address | ASIC | Production | Forms | Current |
| ASIC Directors Minute - Change of Office Holders | ASIC | Production | Forms | Current |
| ASIC Directors Minute - Change of Office Holders Details | ASIC | Production | Forms | Current |
| ASIC Directors Minute - Generic | ASIC | Production | Forms | Current |
| ASIC Directors Resolution - Change of Address | ASIC | Production | Forms | Current |
| ASIC Directors Resolution - Change of Office Holders | ASIC | Production | Forms | Current |
| ASIC Directors Resolution - Change of Office Holders Details | ASIC | Production | Forms | Current |
| ASIC Directors Resolution - Generic | ASIC | Production | Forms | Current |
| ASIC Form 484 Covering Letter | ASIC | Production | Letters | Current |
| ASIC Forms | ASIC | Production | Web Pages | Current |
| ASIC Lodgement Fees | ASIC | Production | Web Pages | Current |
| ASIC Registration of a New Company | ASIC | Production | Procedures | Current |
| ASIC Registration of a New Company Flowchart | ASIC | Production | Procedures | Current |
| ASIC Registration of Company Checklist | ASIC | Production | Checklists | Current |
| ASIC Responsibilities of a Company Director or Secretary | ASIC | Production | Forms | Current |
| ASIC Review of Annual Statement Letter | ASIC | Production | Letters | Current |
| ASIC Review of Annual Statement Letter - Discrepancies | ASIC | Production | Letters | Current |
| ASIC Review of Annual Statement Letter - No Discrepancies | ASIC | Production | Letters | Current |
| ASIC Share Transfer Form - Covering Letter | ASIC | Production | Letters | Current |
| ASIC Voluntary Deregistration of a Company | ASIC | Production | Procedures | Current |
| ASIC Voluntary Deregistration of a Company Flowchart | ASIC | Production | Procedures | Current |
| ATO Defaulted Payment Arrangement Letter | ATO | Production | Letters | Current |
| ATO Garnishee Notice Letter | ATO | Production | Letters | Current |
| ATO Instalment Obligations | ATO | Production | Procedures | Current |
| ATO Lodgement Reminder Letter | ATO | Production | Letters | Current |
| ATO Overdue Payment Notice Letter | ATO | Production | Letters | Current |
| ATO Payment Arrangement Letter | ATO | Production | Letters | Current |
| Authority to Deduct Fees | Firm & QA | Production | Forms | Not Maintained |
| BAS & IAS Workpapers | BAS | Production | Workpapers | Current |
| BAS and IAS Preparation Procedure | BAS | Production | Procedures | Current |
| BAS Covering Letter (Short) | BAS | Production | Letters | Current |
| BAS Covering Letter with Accountant's Report | BAS | Production | Letters | Current |
| BAS Information Gathering Questionnaire | BAS | Production | Forms | Current |
| Budgets and Cashflow Forecast Checklist | CGT | Production | Checklists | Not Maintained |
| Budgets and Cashflow Forecasts Procedure | CGT | Production | Procedures | Not Maintained |
| Business Activity Statement Email Template | BAS | Production | Emails | Current |
| Business Plan - Template | CGT | Production | Forms | Not Maintained |
| Buying or Setting Up a New Business | CGT | Production | Procedures | Not Maintained |
| Buying or Setting Up a New Business Flowchart | CGT | Production | Procedures | Not Maintained |
| Calendar of Key Dates | Accounts & Tax | Production | Forms | Not Maintained |
| Capital Gains Tax Workpapers | CGT | Production | Workpapers | Current |
| Career Development and During Employment Procedure | Firm & QA | Team | Procedures | Not Maintained |
| Career Development Review - Action Form | Firm & QA | Team | Forms | Not Maintained |
| Career Development Review - Appraisal Form | Firm & QA | Team | Forms | Not Maintained |
| Career Development Review - Self-Appraisal Form | Firm & QA | Team | Forms | Not Maintained |
| Career Development Reviews Checklist | Firm & QA | Team | Checklists | Not Maintained |
| Cashflow - Workpapers | CGT | Production | Workpapers | Not Maintained |
| Change to Client Details - Covering Letter | Firm & QA | Production | Letters | Not Maintained |
| Client and Prospect Scripts | Firm & QA | Marketing | Scripts | Not Maintained |
| Client Categorisation Workpapers | Firm & QA | Leadership | Forms | Not Maintained |
| Client File Review - Checklist | Firm & QA | Leadership | Checklists | Not Maintained |
| Client Files Reviewed - Summary | Firm & QA | Leadership | Procedures | Not Maintained |
| Client Portal Letter | Firm & QA | Clients | Letters | Not Maintained |
| Client Review and Categorisation Procedure | Firm & QA | Leadership | Procedures | Not Maintained |
| Client Termination Letter | Firm & QA | Production | Letters | Not Maintained |
| Clients Gained and Lost and Prospect Conversion | Firm & QA | Leadership | Workpapers | Not Maintained |
| Company - Dividend Resolution | Company | Production | Forms | Current |
| Company Assessment Notice - Payment | ATO | Production | Letters | Current |
| Company Assessment Notice - Refund | ATO | Production | Letters | Current |
| Company Assessment Notice Letter | ATO | Production | Letters | Current |
| Company Debit Loan Workpapers | Company | Production | Workpapers | Current |
| Company Dividend and Interest Schedule Letter | Company | Production | Letters | Current |
| Company Shareholders Loan Accounts | Company | Production | Procedures | Current |
| Company Shareholders Loan Accounts Flowchart Version | Company | Production | Procedures | Current |
| Complaints Form | Firm & QA | Clients | Forms | Not Maintained |
| Complaints Reply Email Template | Firm & QA | Production | Emails | Not Maintained |
| Complaints Reply Letter | Firm & QA | Clients | Letters | Not Maintained |
| Conclusion of Employment Checklist | Firm & QA | Team | Checklists | Not Maintained |
| Creating a Business Plan - Guide | CGT | Production | Forms | Not Maintained |
| Creating a Business Plan Covering Letter | CGT | Production | Letters | Not Maintained |
| Current Financial Status - Workpapers | CGT | Production | Workpapers | Not Maintained |
| Data Breach Management and Response Plan - Template | Firm & QA | Leadership | Forms | Not Maintained |
| Data Breach Notification Considerations | Firm & QA | Leadership | Letters | Not Maintained |
| Data Breach Policy Considerations | Firm & QA | Leadership | Forms | Not Maintained |
| Dealing with Complaints Procedure | Firm & QA | Clients | Procedures | Not Maintained |
| Dealing with Complaints Script | Firm & QA | Clients | Scripts | Not Maintained |
| Debt and Equity Interests Election | Company | Production | Forms | Current |
| Debtors - Control and Collection of Overdue Accounts | Firm & QA | Finance | Procedures | Not Maintained |
| Debtors - Credit Review Checklist | Firm & QA | Finance | Checklists | Not Maintained |
| Debtors - Final Letter of Demand for Overdue Accounts | Firm & QA | Finance | Letters | Not Maintained |
| Debtors - Final Letter of Demand for Overdue Accounts 2 | Firm & QA | Finance | Letters | Not Maintained |
| Debtors - Final Reminder for Overdue Accounts Email Template | Firm & QA | Finance | Emails | Not Maintained |
| Debtors - First Reminder for Overdue Accounts | Firm & QA | Finance | Letters | Not Maintained |
| Debtors - First Reminder for Overdue Accounts 2 | Firm & QA | Finance | Letters | Not Maintained |
| Debtors - First Reminder for Overdue Accounts Email Template | Firm & QA | Finance | Emails | Not Maintained |
| Debtors - First Telephone Call for Overdue Account | Firm & QA | Finance | Scripts | Not Maintained |
| Debtors - Getting Debtors and Cashflow Under Control | Firm & QA | Finance | Reference | Not Maintained |
| Debtors - Second Reminder for Overdue Accounts | Firm & QA | Finance | Letters | Not Maintained |
| Debtors - Second Reminder for Overdue Accounts 2 | Firm & QA | Finance | Letters | Not Maintained |
| Debtors - Second Reminder for Overdue Accounts Email Template | Firm & QA | Finance | Emails | Not Maintained |
| Debtors - Second Telephone Call for Overdue Account | Firm & QA | Finance | Scripts | Not Maintained |
| Disciplinary (First) Warning Letter | Firm & QA | Team | Letters | Not Maintained |
| Disciplinary (Second or Final) Warning Letter | Firm & QA | Team | Letters | Not Maintained |
| Division 293 Tax Assessment Letter | SMSF | Production | Letters | Current |
| During Employment Procedure | Firm & QA | Team | Procedures | Not Maintained |
| Employee Record | Firm & QA | Team | Forms | Not Maintained |
| Employment Interview Questions | Firm & QA | Team | Forms | Not Maintained |
| Employment Reference Letter | Firm & QA | Team | Letters | Not Maintained |
| Engagement Letter for Other Assignments | Firm & QA | Production | Letters | Not Maintained |
| Engagement Procedure | Firm & QA | Production | Procedures | Not Maintained |
| Entity Matrix - Choosing a Business Structure | CGT | Production | Reference | Not Maintained |
| Error and Omissions Report | Firm & QA | Leadership | Forms | Not Maintained |
| Establishing a Business Structure | CGT | Production | Procedures | Not Maintained |
| Establishing a Business Structure Flowchart | CGT | Production | Procedures | Not Maintained |
| Establishment of New Business Structure Letter | CGT | Production | Letters | Not Maintained |
| Exit Interview Questions | Firm & QA | Team | Forms | Not Maintained |
| Extension of Probationary Period Letter | Firm & QA | Team | Letters | Not Maintained |
| Family Trust Election Resolution | Trust | Production | Forms | Current |
| FBT - Car Benefits - Operating Cost Method Election | FBT | Production | Forms | Current |
| FBT - Complex Covering Letter | FBT | Production | Letters | Current |
| FBT - Declaration of Car Travel to Work-Related Medical Expense | FBT | Production | Forms | Current |
| FBT - Employee Contribution Journal Covering Letter | FBT | Production | Letters | Current |
| FBT - Employee Contribution Set Off Confirmation Letter | FBT | Production | Letters | Current |
| FBT - Employee Contribution Set Off Request Letter | FBT | Production | Letters | Current |
| FBT - Employee's Car Business Use Declaration | FBT | Production | Forms | Current |
| FBT - Employment Interview or Selection Test Declaration | FBT | Production | Forms | Current |
| FBT - Expense Payment Benefit Declaration | FBT | Production | Forms | Current |
| FBT - Fuel Expenses Declaration | FBT | Production | Forms | Current |
| FBT - Information Gathering Letter | FBT | Production | Letters | Current |
| FBT - Information Gathering Questionnaire | FBT | Production | Forms | Current |
| FBT - Living Away From Home Declaration - Employee Related Expenses | FBT | Production | Forms | Current |
| FBT - Living Away From Home Declaration - FIFO or DIDO Employees | FBT | Production | Forms | Current |
| FBT - Living Away From Home Declaration - Maintaining an Australian Home | FBT | Production | Forms | Current |
| FBT - Loan Fringe Benefit Declaration | FBT | Production | Forms | Current |
| FBT - Log Book Declaration | FBT | Production | Forms | Current |
| FBT - Meal Entertainment 12 Week Register Election | FBT | Production | Forms | Current |
| FBT - Meal Entertainment Election | FBT | Production | Forms | Current |
| FBT - No Private Use Declaration - Expense Payment Benefits | FBT | Production | Forms | Current |
| FBT - No Private Use Declaration - Residual Benefits | FBT | Production | Forms | Current |
| FBT - Property Benefit Declaration | FBT | Production | Forms | Current |
| FBT - Recurring Expense Payment Fringe Benefit | FBT | Production | Forms | Current |
| FBT - Recurring Expense Payment Fringe Benefit Declaration | FBT | Production | Forms | Current |
| FBT - Recurring Property Benefit Declaration | FBT | Production | Forms | Current |
| FBT - Recurring Residual Fringe Benefit Declaration | FBT | Production | Forms | Current |
| FBT - Relocation Transport Declaration | FBT | Production | Forms | Current |
| FBT - Residual Benefit Declaration | FBT | Production | Forms | Current |
| FBT - Residual Benefit Declaration - Vehicles other than Cars | FBT | Production | Forms | Current |
| FBT - Simple Covering Letter | FBT | Production | Letters | Current |
| FBT- Car Benefits - Statutory Method Election | FBT | Production | Forms | Current |
| FBT Workpapers | FBT | Production | Workpapers | Current |
| Feedback from Clients | Firm & QA | Marketing | Procedures | Not Maintained |
| Financial Statement Analysis Workpapers | Accounts & Tax | Production | Workpapers | Current |
| Firm Budget and Cashflow Plan Workpapers | Firm & QA | Finance | Workpapers | Not Maintained |
| Fixed Assets Register | CGT | Production | Forms | Not Maintained |
| Fixed Price Agreement | Firm & QA | Clients | Letters | Not Maintained |
| Forced Sale of Livestock Election - Deferral of Profit | Primary Production | Production | Forms | Current |
| Forced Sale of Livestock Election - Inclusion of Deferred Profit | Primary Production | Production | Forms | Current |
| Forced Sale of Livestock Election - Replacement Stock | Primary Production | Production | Forms | Current |
| Fringe Benefits Tax Email Template | FBT | Production | Emails | Current |
| Fringe Benefits Tax Procedure | FBT | Production | Procedures | Current |
| GST Instalment Notice Letter | ATO | Production | Letters | Current |
| Hays Salary Survey | Firm & QA | Finance | Web Pages | Not Maintained |
| HR Policy - Business Overview and Values | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Discipline and Dismissal | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Employee Leave | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Employee Payments and Benefits | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Equal Employment Opportunity, Anti-Discrimination | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - General Employment Rules | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Induction, Probation Periods, Flexible Work Arrangements and Types | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Information Technology | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Internal Complaints and Grievance Policy | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Performance Management | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Quality Systems and Maintenance | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Recruitment | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Security and Integrity | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Serious Misconduct | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Template | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Termination and Redundancy | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Training and Development | Firm & QA | Team | Forms | Not Maintained |
| HR Policy - Use of Company Vehicles | Firm & QA | Team | Forms | Not Maintained |
| IAS - Covering Letter | BAS | Production | Letters | Current |
| Income Tax Assessments and Other Statutory Notices | ATO | Production | Procedures | Current |
| Induction Checklist | Firm & QA | Team | Checklists | Not Maintained |
| Instalment Activity Statement Email Template | BAS | Production | Emails | Current |
| Job Budget and Fixed Price Agreement Workpaper | Firm & QA | Production | Workpapers | Not Maintained |
| Job Monitoring Sheet | Firm & QA | Production | Forms | Not Maintained |
| Loan Repayment Calculator | Tools & Calculators | Production | Workpapers | |
| Loss of Client - Ethical Clearance Letter | Firm & QA | Clients | Letters | Not Maintained |
| Lost Client and Client Deletion - Checklist | Firm & QA | Leadership | Checklists | Not Maintained |
| Lost Client Letter | Firm & QA | Leadership | Letters | Not Maintained |
| Management Meeting Agenda and Minutes | Firm & QA | Leadership | Forms | Not Maintained |
| Management Meetings | Firm & QA | Leadership | Procedures | Not Maintained |
| Managing Personal Information | Firm & QA | Production | Procedures | Not Maintained |
| Meeting Agenda - Application for Finance | CGT | Clients | Forms | Not Maintained |
| Meeting Agenda - Buying a Business | CGT | Production | Forms | Not Maintained |
| Meeting Agenda - Choosing a Business Structure | CGT | Production | Forms | Not Maintained |
| Meeting Agenda - Generic Form | Firm & QA | Clients | Forms | Not Maintained |
| Meeting Agenda - New Projects | Firm & QA | Clients | Forms | Not Maintained |
| Meeting Agenda - Prospects and New Clients | Firm & QA | Clients | Forms | Not Maintained |
| Meeting Agenda - Selling a Business | CGT | Production | Forms | Not Maintained |
| Meeting Agenda - Strategic Planning | Firm & QA | Leadership | Forms | Not Maintained |
| Meetings in Our Office Procedure | Firm & QA | Clients | Procedures | Not Maintained |
| Monthly Complaints Monitoring Form | Firm & QA | Clients | Forms | Not Maintained |
| New Client Information - All Entities | Firm & QA | Production | Forms | Not Maintained |
| New or Change Team Member Details | Firm & QA | Team | Forms | Not Maintained |
| New Project with Prospects and Existing Clients - Checklist | Firm & QA | Leadership | Checklists | Not Maintained |
| New Team Member Booklet | Firm & QA | Team | Checklists | Not Maintained |
| New Team Member IT Set-Up Form | Firm & QA | Team | Forms | Not Maintained |
| Non-Share Capital Account | Company | Production | Forms | Current |
| Notes for Persons Signing Income Tax Returns | Firm & QA | Production | Forms | Not Maintained |
| Notice to Correct Franking Credit Allocation | Company | Production | Forms | Current |
| Notice to Unsuccessful Applicants | Firm & QA | Team | Letters | Not Maintained |
| Offer of Employment Letter and Standard Terms and Conditions | Firm & QA | Team | Letters | Not Maintained |
| Overview of Your Firm's Quality Control | Firm & QA | Leadership | Reference | Not Maintained |
| Partnership Distribution Statement | Accounts & Tax | Production | Forms | Current |
| Partnership Salary Resolution | Accounts & Tax | Production | Forms | Current |
| PAYG Annual Instalment Notice Letter | ATO | Production | Letters | Current |
| PAYG Change of Instalment Payment Cycle Letter | ATO | Production | Letters | Current |
| PAYG Instalment No Longer Required Letter | ATO | Production | Letters | Current |
| PAYG Instalment Notice Letter | ATO | Production | Letters | Current |
| PAYG Quarterly Instalment Notice Letter | ATO | Production | Letters | Current |
| PAYG Revised Instalment Amount Letter | ATO | Production | Letters | Current |
| PAYG Revised Instalment Rate Letter | ATO | Production | Letters | Current |
| PAYG Withholding Cancellation Notice Letter | ATO | Production | Letters | Current |
| PAYG Withholding Registration Notice Letter | ATO | Production | Letters | Current |
| PAYG Withholding Summary Penalty Letter | ATO | Production | Letters | Current |
| Personal Income Tax Return Email | ATO | Production | Emails | Current |
| Personal ITR - Covering Letter | ATO | Production | Letters | Current |
| Personal ITR - Year End Questionnaire | Accounts & Tax | Production | Forms | Current |
| Personal ITR Amended Assessment Letter | ATO | Production | Letters | Current |
| Personal ITR Assessment Notice - Nil Amount | ATO | Production | Letters | Current |
| Personal ITR Assessment Notice - Payment | ATO | Production | Letters | Current |
| Personal ITR Assessment Notice - Refund | ATO | Production | Letters | Current |
| Personal ITR Late Lodgement Penalty Letter | ATO | Production | Letters | Current |
| Personal ITR Late Payment Penalty Letter | ATO | Production | Letters | Current |
| Personal ITR Multiple Assessment Notices Letter | ATO | Production | Letters | Current |
| Personal ITR Procedure | ATO | Production | Procedures | Current |
| Personal ITR Refund of Overpaid Tax Letter | ATO | Production | Letters | Current |
| Personal ITR Workpapers | Accounts & Tax | Production | Workpapers | Current |
| Personnel Records Checklist | Firm & QA | Team | Checklists | Not Maintained |
| Position Description - Accountant - Level 1-3 | Firm & QA | Team | Forms | Not Maintained |
| Position Description - Business Manager | Firm & QA | Team | Forms | Not Maintained |
| Position Description - Client Relationship Manager | Firm & QA | Team | Forms | Not Maintained |
| Position Description - Client Services Co-ordinator | Firm & QA | N/A | Organisation | Not Maintained |
| Position Description - Information Technology Manager | Firm & QA | Team | Forms | Not Maintained |
| Position Description - Partner, Director or Principal | Firm & QA | Team | Forms | Not Maintained |
| Position Description - Payroll Officer | Firm & QA | Team | Forms | Not Maintained |
| Position Description - Receptionist or Administration Officer | Firm & QA | Team | Forms | Not Maintained |
| Position Description - Senior Accountant | Firm & QA | Team | Forms | Not Maintained |
| Position Description - Template | Firm & QA | Team | Forms | Not Maintained |
| Primary Production - Year End Questionnaire | Accounts & Tax | Production | Forms | Current |
| Privacy Impact Assessment Report Considerations | Firm & QA | Leadership | Forms | Not Maintained |
| Privacy Management Plan - Template | Firm & QA | Leadership | Forms | Not Maintained |
| Privacy Policy Considerations | Firm & QA | Leadership | Forms | Not Maintained |
| Pro Forma Loan Application Form | CGT | Clients | Forms | Not Maintained |
| Probation Period Checklist | Firm & QA | Team | Checklists | Not Maintained |
| Probation Period Completion Letter | Firm & QA | Team | Letters | Not Maintained |
| Probationary Period Procedure | Firm & QA | Team | Procedures | Not Maintained |
| Proposal Letter for Prospective New Client | Firm & QA | Marketing | Letters | Not Maintained |
| Prospects Procedure | Firm & QA | Marketing | Procedures | Not Maintained |
| Purchase of Business Checklist | CGT | Production | Checklists | Not Maintained |
| QA Policy - Acceptance and Continuance of Client Relationships | Firm & QA | Leadership | Forms | Not Maintained |
| QA Policy - Engagement Performance | Firm & QA | Leadership | Forms | Not Maintained |
| QA Policy - Ethical Requirements | Firm & QA | Leadership | Forms | Not Maintained |
| QA Policy - Human Resources | Firm & QA | Leadership | Forms | Not Maintained |
| QA Policy - Mission Statement | Firm & QA | Leadership | Forms | Not Maintained |
| QA Policy - Monitoring Quality Control in the Firm | Firm & QA | Leadership | Forms | Not Maintained |
| QA Policy - Quality Assurance in the Firm | Firm & QA | Leadership | Forms | Not Maintained |
| QA Policy - Risk Management | Firm & QA | Leadership | Forms | Not Maintained |
| Quality Control - Checklist | Firm & QA | Leadership | Checklists | Not Maintained |
| Recruitment Advertisement | Firm & QA | Team | Forms | Not Maintained |
| Recruitment Advertisement Sample | Firm & QA | Team | Forms | Not Maintained |
| Recruitment Interview Checklist | Firm & QA | Team | Checklists | Not Maintained |
| Recruitment Procedure | Firm & QA | Team | Procedures | Not Maintained |
| Reference Check Form - Verbal | Firm & QA | Team | Forms | Not Maintained |
| Reference Check Letter | Firm & QA | Team | Letters | Not Maintained |
| Referrals from Clients & Associates | Firm & QA | Marketing | Procedures | Not Maintained |
| Request for Return of Signed Documents Letter | Firm & QA | Production | Letters | Not Maintained |
| Risk Management Framework - Templates | Firm & QA | Leadership | Forms | Not Maintained |
| Rollover of Depreciating Assets Election | CGT | Production | Forms | Not Maintained |
| Rollover of Trading Stock Election | CGT | Production | Forms | Not Maintained |
| Salary Sacrifice Workpapers | FBT | Production | Workpapers | Current |
| Sale of Business Checklist | CGT | Production | Checklists | Not Maintained |
| Sale or Purchase of Real Property Checklist | CGT | Production | Checklists | Not Maintained |
| Selling a Business | CGT | Production | Procedures | Not Maintained |
| Share Transfer Form | ASIC | Production | Forms | Current |
| Shareholder Distribution Statement | Company | Production | Forms | Current |
| SMSF - Annual General Meeting Minute | SMSF | Production | Forms | Current |
| SMSF - Section 126K Declaration Not a Disqualified Person | SMSF | Production | Forms | Current |
| SMSF - Section 290-170 Notification Fund Acknowledgement | SMSF | Production | Forms | Current |
| SMSF - Year End Compliance Procedure | SMSF | Production | Procedures | Current |
| SMSF - Year End Covering Letter | SMSF | Production | Letters | Current |
| SMSF - Year End Questionnaire | SMSF | Production | Forms | Current |
| SMSF Engagement Letter | SMSF | Production | Letters | Current |
| SMSF Workpapers | SMSF | Production | Workpapers | Current |
| SMSF Year End Email Template | SMSF | Production | Emails | Current |
| Speaking to a Lost Client Script | Firm & QA | Clients | Scripts | Not Maintained |
| Statement of Account Letter | ATO | Production | Letters | Current |
| STP - 12 Month Engagement Authority Letter | BAS | Production | Letters | Current |
| STP - Finalisation Declaration Authorisation - Annual Letter | BAS | Production | Letters | Current |
| STP - Finalisation Declaration Authorisation - Individual Employees(s) Letter | BAS | Production | Letters | Current |
| Strategic Planning - Presentation | Firm & QA | Leadership | Forms | Not Maintained |
| Strategic Planning - Quarterly Plan | Firm & QA | Leadership | Workpapers | Not Maintained |
| Strategic Planning - Questionnaire | Firm & QA | Leadership | Forms | Not Maintained |
| Strategic Planning in the Firm | Firm & QA | Leadership | Procedures | Not Maintained |
| Sub-Trust Establishment Resolution | Company | Production | Forms | Current |
| Tax Engagement Letter | Firm & QA | Production | Letters | Not Maintained |
| Tax File Number Advice Letter | ATO | Production | Letters | Current |
| Tax Planning - Client Meeting Agenda | Tax Planning | Production | Forms | Current |
| Tax Planning - Client Newsletter | Tax Planning | Production | Reference | Current |
| Tax Planning Primary Production Questionnaire | Tax Planning | Production | Forms | Current |
| Tax Planning Procedure | Tax Planning | Production | Procedures | Current |
| Tax Planning Questionnaire | Tax Planning | Production | Forms | Current |
| Tax Planning Recommendation for Business Clients Email Template | Tax Planning | Production | Emails | Current |
| Tax Planning Recommendation for Individuals Email Template | Tax Planning | Production | Emails | Current |
| Tax Planning Recommendation Letter for Business Clients | Tax Planning | Production | Letters | Current |
| Tax Planning Recommendation Letter for Individuals | Tax Planning | Production | Letters | Current |
| Tax Planning Review Letter for Business Clients | Tax Planning | Production | Letters | Current |
| Tax Planning Review Letter for Individuals | Tax Planning | Production | Letters | Current |
| Tax Planning Workpapers | Tax Planning | Production | Workpapers | Current |
| Termination of Employment Letter | Firm & QA | Team | Letters | Not Maintained |
| Termination of Employment Serious Misconduct Letter | Firm & QA | Team | Letters | Not Maintained |
| The Basis of Professional Relationship | Firm & QA | Leadership | Forms | Not Maintained |
| The Firm's Areas of Operation | Firm & QA | Leadership | Forms | Not Maintained |
| The Firm's Commitment to the Team Members | Firm & QA | Leadership | Forms | Not Maintained |
| Trust Distribution Statement | Trust | Production | Forms | Current |
| Trust Registration - Signature of Trust Statutory Records Letter | Trust | Production | Letters | Current |
| Trust Workpapers | Trust | Production | Workpapers | Current |
| Trust Year End Distribution - Covering Letter | Trust | Production | Letters | Current |
| Trust Year End Distribution Minute - No Income Streaming | Trust | Production | Forms | Current |
| Trust Year End Distribution Minute - With Income Streaming | Trust | Production | Forms | Current |
| Trust Year End Distribution Resolution - No Income Streaming | Trust | Production | Forms | Current |
| Trust Year End Distribution Resolution - With Income Streaming | Trust | Production | Forms | Current |
| Valuation of a Business Workpapers | CGT | Production | Workpapers | Not Maintained |
| Ways for Keeping in Touch with Prospects | Firm & QA | Marketing | Forms | Not Maintained |
| WHS - Basic Life Support Flowchart | Firm & QA | Team | Forms | Not Maintained |
| WHS - Bomb Threat Checklist and Action Guide | Firm & QA | Team | Forms | Not Maintained |
| WHS - Contractor and Visitor Induction Checklist | Firm & QA | Team | Checklists | Not Maintained |
| WHS - Electrical Equipment Register | Firm & QA | Team | Forms | Not Maintained |
| WHS - Emergency Action Guide | Firm & QA | Team | Forms | Not Maintained |
| WHS - Emergency Control Organisation Meeting Register | Firm & QA | Team | Forms | Not Maintained |
| WHS - Emergency Control Organisation Register | Firm & QA | Team | Forms | Not Maintained |
| WHS - Emergency Evacuation Plan | Firm & QA | Team | Forms | Not Maintained |
| WHS - Emergency Management Control and Evacuation Plan | Firm & QA | Team | Procedures | Not Maintained |
| WHS - Fire and Evacuation Practice Register | Firm & QA | Team | Forms | Not Maintained |
| WHS - First Aid Kit Checklist | Firm & QA | Team | Checklists | Not Maintained |
| WHS - Hazard & Risk Identification and Control Form | Firm & QA | Team | Forms | Not Maintained |
| WHS - Hazard Register | Firm & QA | Team | Forms | Not Maintained |
| WHS - Health and Safety Committee Register | Firm & QA | Team | Forms | Not Maintained |
| WHS - Housekeeping Inspection Checklist | Firm & QA | Team | Checklists | Not Maintained |
| WHS - How We Do It Here | Firm & QA | Team | Procedures | Not Maintained |
| WHS - Incident Investigation Report | Firm & QA | Team | Forms | Not Maintained |
| WHS - Personal Threat Checklist and Action Guide | Firm & QA | Team | Forms | Not Maintained |
| WHS - Team Member Training Register | Firm & QA | Team | Forms | Not Maintained |
| WHS - Work Health & Safety Policy and Procedures Handbook | Firm & QA | Team | Procedures | Not Maintained |
| WHS - Working from Home Safety Checklist | Firm & QA | Team | Checklists | Not Maintained |
| Withdrawal from the Primary Producer Averaging System Election | Primary Production | Production | Forms | Current |
| Work Related Expense Claims Letter | Accounts & Tax | Production | Letters | Current |
| Year End Questionnaire - Covering Letter | Accounts & Tax | Production | Letters | Current |
| Your Guide to Buying a Business | CGT | Production | Forms | Not Maintained |
| Your Guide to Buying a Business Covering Letter | CGT | Production | Letters | Not Maintained |